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The Efficient Advisor: Tactical Business Advice for Financial Planners

The Efficient Advisor: Tactical Business Advice for Financial Planners


The Efficient Advisor: Tactical Business Advice for Financial Planners

ratings:
Length:
189 episodes
Language:
English
Format:
Podcast

Description

Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together by her MISSION to create ease in your business. She promises to deliver actionable step-by-step solutions you can implement right away to save time, money, and frustration. The goal--to lead you from overwhelm to efficiency. She started her own financial planning business in 2004. And, over the years she scaled into a 7-figure single-advisor firm while working only 25-hours a week so she could be super involved while raising her kiddos and loving on her hubby. She knows what it takes to build a 100% referral-only practice and to not have to GRIND out the hours to be successful. She ran her own planning business for 16 years culminating in a sale to an enterprise firm in 2019. Now, she’s simply just obsessed with helping other amazing advisors do the same thing. So if you’re an advisor who’s got the hang of planning and is now looking to grow to that first 500k of take-home pay… you are in the right place! 
Language:
English
Format:
Podcast

Episodes1 - 10 of 189 episodes

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190: Ideas to Implement - Avoiding Advisor Burnout and Functioning at Your Highest Level with Guest Spencer Sherman

Each week I recap the implementable ideas from this week's full-length podcast.  Consid...

10 minutes
May 09, 2024

189: Avoiding Advisor Burnout and Functioning at Your Highest Level with Guest Spencer Sherman

Burnout is real!  We all know this business can be a complete and total hamster wheel…s...

44 minutes
May 07, 2024

188: Ideas to Implement - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships

Each week I recap the implementable ideas from this week's full-length podcast.  Consid...

6 minutes
May 02, 2024

187: *REPLAY* How to Design an On-Boarding Process to Increase the Life of Your Client Relationships

You’ve heard it before…you only get ONE chance to make a good first impression. And res...

46 minutes
Apr 30, 2024

186: *REPLAY* Design Your Perfect Schedule To Get It All Done in Less Time

The number one question I got from advisors for YEARS and still get today is, "Libby, H...

47 minutes
Apr 24, 2024

185: Ideas to Implement - *Free Download* Client Intel Process

Each week I recap the implementable ideas from this week's full-length podcast.  Consid...

10 minutes
Apr 18, 2024

184: *Free Download* Client Intel Process

It feels good to be known----like when your hubby surprises you with your favorite flow...

37 minutes
Apr 16, 2024

183: Ideas to Implement - RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer

Each week I recap the implementable ideas from this week's full-length podcast.  Consid...

8 minutes
Apr 04, 2024

182: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer

Every financial advisor is looking for a value-add that will make their service unforge...

31 minutes
Apr 02, 2024

181: Ideas to Implement - Even More Good Ideas You Can Implement Today

Each week I recap the implementable ideas from this week's full-length podcast.  Consid...

11 minutes
Mar 28, 2024